Jennifer B. Davis

TRUIST ADVISORY SERVICES

ROCK HILL, SC

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CRD#: 4948824

Professional summary

Jennifer Bailey Davis, who also goes by Jennifer Ruth Bailey, Jennifer Ruth Davis, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Rock Hill, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jennifer has worked at 9 firms and has passed the Series 66, Series 52TO, Series 57TO, SIE, Series 55, Series 7, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Ruth Bailey | Jennifer Ruth Davis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SURVEY TAKER POSITION: Survey Taker NATURE: I take surveys through independent survey channels. AOE, L&E Research, and a few other other companies. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: Fort Mill SC, United States DESCRIPTION: I will be contacted to take surveys based on consumer interests, ie: political, food choices, child related activities, etc. DOG SITTER POSITION: Pet Sitter NATURE: I walk dogs in my neighborhood, and occasionally dogs will stay over at my house. This is a home base business. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: Fort Mill SC, United States DESCRIPTION: I walk the dogs when needed. I will feed them when needed. I will disburse medicine for the dog when needed. ETSY POSITION: Designer of templates NATURE: Selling templates and bundles for clients to print and use at home. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: Fort Mill SC, United States DESCRIPTION: Designing template for customers to use.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Bailey Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 26, 2022 - Present

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ROCK HILL, SC

Current

January 26, 2022 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1001 Semmes Ave Fl 1 3, 4 & 6, Richmond, VA, 23224

CRD#: 17499

RICHMOND, VA

Past

August 18, 2018 - January 20, 2022

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 6321

MINNEAPOLIS, MN

Past

September 8, 2005 - August 18, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

HIGH POINT, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

North Carolina
(1/26/2022)

IAR

North Carolina
(1/26/2022)

South Carolina
(1/26/2022)

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jennifer B. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Bailey Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

INDEPENDENT ADVISOR ALLIANCE, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

COLONIAL ASSET MANAGEMENT INC

COLONIAL BROKERAGE, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2005

Series 52TO

Date: 1/2/2023

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 10/10/2008

Series 7

Date: 9/7/2005

Series 4

Date: 9/1/2011

Series 53

Date: 7/26/2010

Series 24

Date: 8/29/2008

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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